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Financial Growth and Legacy Building: Strategies for Success
What does financial planning and wealth management look like in the modern era? In this episode, Adam Torres and Chad Olivier, CEO and Founder at Olivier Group, explore financial planning and wealth management.
Kerry Speaks with Chad Olivier
Chad Olivier, CFP(R) on Kerry Lutz’s Financial Survival Network Podcast. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Cetera does not offer any direct investments, endorsement, or advice a …
June 2024
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
Chad Olivier: Best-In-State Ranking
Our CEO and Wealth Advisor Chad Olivier, CFP®, CEPA was recently named among the 2024 Forbes Best-In-State Wealth Advisors for Louisiana – a prestigious distinction reserved for those advisors who have a solid history and who lead the way in providing high-quality experiences for clients.
2023 Q4 Newsletter
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
2023 Q2 Newsletter
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
March 2023 Newsletter
Right on the Money Quarterly Wealth Planning Newsletter Click here to read
COVID’s Financial Toll Isn’t What You Think
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
Emerging Financially Healthy After a Gray Divorce
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
3 Roth Conversion Traps To Avoid After The SECURE Act
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.